Invite a collector
How to add an agent, what they receive by email, and why inviting is not granting access.
An agent (collector) is someone on your team who signs into your Prestafolio business with the permissions you grant them: recording payments, seeing their portfolio, collecting services… whatever you decide. Use this when you want to delegate street collections and still see everything from your dashboard.
Requirements. Agents are available on the Gold (up to 5) and Premium (up to 10) plans. The Basic plan includes no agents. And only the owner of the business can invite them: the entire Agents section (even the listing) is owner-only, no matter how many permissions an agent has. See Plans and billing.
Inviting someone
- Go to Agents and click Invite agent.
- Fill in the details:
Field | Required? | Limit |
|---|---|---|
First name | Yes | 80 characters |
Last name | Yes | 80 characters |
Yes | 160 characters | |
Phone | No | 30 characters |
Permissions to grant | No | Whatever your plan allows |
- Tick the permissions you are granting (you may leave it empty and grant them later). Only the permissions your plan enables are shown: see Roles and permissions.
- Click Send invitation.
Prestafolio emails them two ways in: a link and an 8-character code they can type by hand (handy if you forward the code over WhatsApp or read it out loud). Both work the same and expire after 7 days.
Inviting is NOT granting access
This is the module's most important rule: the invitation is the authorization. Inviting creates their record and takes up a seat on your plan, but the person does not get in until they accept. Until then:
- They appear in the table with the status Invitation sent.
- If they try to enter the app without accepting, the system turns them away and sends them to the screen where they can type their code.
- Signing in with the invited email is not enough: the link or the code must be consumed.
See Accepting an invitation for the other side of the process.
Resending the invitation
If it expired, they lost it, or it never arrived, open the row menu and click Resend invitation: a new link and a new code are issued (the previous ones stop working) and the email is sent again, with another 7 days.
You can only resend to someone who has not accepted yet. If they already accepted, there is nothing to resend (their access is already granted) and you will see a notice saying so.
Errors, in plain language
Message | What happened | What to do |
|---|---|---|
You reached the maximum number of agents on your current plan | Your seats are full (5 on Gold, 10 on Premium). Blocked agents still take up a seat; deleted ones do not. | Delete an agent who no longer works with you, or upgrade. |
An agent with this email already exists in your business | That email already has a record here (active or blocked). | If they are blocked, unblock them; if you want to change their permissions, edit them instead of inviting them again. |
That email belongs to the business owner | You are trying to invite yourself. | Use the collector's email. |
Some of those permissions are not available on your plan | You ticked permissions from a module your plan does not enable. | Remove them or upgrade. |
Edge cases worth knowing
- The person already has a Prestafolio account (for example, they collect for another lender): their identity is reused and the profile they already had is preserved. The first and last name you type here do not overwrite theirs. They still get their invitation and must accept it to enter your business.
- Re-inviting someone you deleted: their seat and permissions come back, but their previous acceptance does not count: they must accept again with the new invitation.
- Blocking an agent who has not accepted yet: not possible. While they are pending, their only actions are resend invitation and delete: see Blocking or deleting an agent.